From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Matthew Kutcher, CFP

Private Wealth Financial Advisor
Managing Director - Investments

David Wells

Financial Consultant

Allison Gertman

Senior Client Performance Analyst

Deanna Fonger

Private Wealth Senior Registered Client Associate

Megan C. Powers

Private Wealth Client Associate

Harris Katz

Private Wealth Client Associate